Overview

We are an independent financial planning firm focused on customized investment management for the mass-affluent and HNW families. We are currently looking to grow our office via an immediate business purchase or long-term succession plan. We also have upscale office space available for advisors who want to merge their current business into our office and grow as part of a team. New advisors can utilize our current staff that includes a Senior Financial Advisor, 2 CERTIFIED FINANCIAL PLANNERS TM, Insurance agent, Enrolled Agent (Tax Planning), Estate Planning Attorney, and an office manager.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...